R.K.

"Aaj khush to bahut hoge tum" Now I realize the meaning of this famous dialogue!! Jio ... Dhan Dhana Dhan🎊

Finally Jio Platforms, India’s biggest IPO, listed today at NSE and BSE. It listed at ₹ 1358/- Vs IPO Price of ₹ 1119/-. Premium of 21.36%. ➨Profit to Retail: ₹ 2868/- ➨Profit to HNI (Small or Big): ₹ 43020/- ➨Minimum Profit to Shareholder: ₹ 2868/- Everyone who got allotment has something to cheer. Share your happiness in comments 🎊

Jio Platforms IPO Allotment Status is now known to everyone and it is going to list tomorrow at NSE and BSE. Good to see that GMP didn't come down after listing and is still strong. So guys .. what's your expectations for tomorrow ... Buy, Book Profit or Hold?? Share your thoughts..!

𝗝𝗶𝗼 𝗣𝗹𝗮𝘁𝗳𝗼𝗿𝗺𝘀 𝗜𝗣𝗢 𝗔𝗹𝗹𝗼𝘁𝗺𝗲𝗻𝘁 𝗢𝘂𝘁 This time most of the investors should get the allotment. Link to check allotment 👇🏼 ipostatus.kfintech.com/ In Shareholders Category, those who applied for 168 shares, got 23 or 24 shares. I hope you got the allotment..??

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MAIN BOARD IPO ALERT – EAAA INDIA ALTERNATIVES ►Dates: 26-28 Oct, 2026 ►Price: ₹1585 - ₹1665 ►Lot Size: 9 shares ►IPO Size: 1200 crore ►Retail Quota: 35% -Mumbai based EAAA India Alternatives Limited is an alternative investment management platform focused on India’s real assets and private credit markets -It manages investment funds and provides alternative investment solutions to domestic and global institutional investors HNIs, Ultra HNIs, Individuals and family offices -Valuation Highlights: • Total income CAGR 28.4% and PAT CAGR 23.1% (FY24–FY26), with FPAUM CAGR of 23.4%. • EAAA PAT margin at 68 bps of average FPAUM in FY26 (Q1 FY27: 69 bps), is about 2.3–2.7x the 25–30 bps for Indian AMCs. • Closed-end, long-duration capital gives higher revenue visibility than daily-liquidity Indian MF AUM, which supports a premium to Indian MF AMCs. • Yield & Income is a different strategy from Private Equity, and earnings quality should be judged on that basis. • Tailwind: alternatives are under-penetrated in India at ~4% of GDP versus ~30% in the US (3.9% vs 30.7%, CY25). -Market Validation: • Anchor book seems good as India's top 5 mutual funds participating. Apart from that Goldman Sachs, Nomura, BNP Paribas, Abakkus and few more prominent names participated. The most sophisticated domestic holders of listed AMC stocks have underwritten the multiple. • Those same funds own the listed MF AMC peers, so they are pricing EAAA with a direct view of the comparison set. • Client franchise supports demand durability: 77% of AUM commitments come from repeat clients (1,493 repeat clients), 31 clients commit more than ₹500 cr, and the top 10 clients are 26% of FPAUM. • Capital comes from both pools: 66% India and 34% offshore; 49% institutional. -Few other Important Points are: 1. AUM & Growth -₹48,623 crore fee-paying AUM as of 30 June 2026 -₹95,345 crore total AUM as of 30 June 2026 -23.43% three-year CAGR in fee-paying AUM through FY26 -₹47,526 crore in capital commitments raised across FY24–FY26 and Q1 FY27 -₹31,233 crore in investment realisations across FY24–FY26 and Q1 FY27 2. Financial Performance -FY26 total income: ₹963.76 crore; FY25: ₹786.54 crore -FY26 profit after tax: ₹265.20 crore; FY25: ₹229.78 crore -FY26 management and advisory fees: ₹579.07 crore; 20.76% YoY growth -Q1 FY27 profit after tax: ₹80.71 crore 3. Real Assets -₹28,040 crore real assets fee-paying AUM as of 30 June 2026 -Portfolio scale as of 30 June 2026: 1.73 GW solar assets; 4,586 lane-km roads; 3.10 million sq. ft. office space; 1,835 circuit-km transmission lines -10 active real assets funds, including two InvITs, as of June 2026 -Energy transition strategy launched in FY26, focused on renewable power and green transmission 4. Private Credit -16 active private credit funds as of June 2026 -First private credit fund launched in 2010 -190 investments and 140 exits since inception through June 2026 -Approximately ₹42,408 crore invested and ₹43,973 crore in private credit realisations since inception through June 2026 5. Platform & Client Metrics -More than 17 years of experience in alternatives -Larger funds in their third or fourth series -77% of AUM commitments from repeat clients as of 30 June 2026 -1,493 repeat clients (invested in more than one fund) -EAAA’s core businesses: real assets and private credit, supported by Sekura for asset operations 6. Industry Context -India alternatives AUM at 3.9% of GDP in CY25 versus 9.8% in Asia -India alternatives AUM at 3.9% of GDP in CY25 versus 17.4% in Europe -Industry forecast: 16–18% annual growth for India’s yield and income segment over CY25–CY30 All queries are welcome in the comments section.

𝗧𝗲𝗻𝘁𝗮𝘁𝗶𝘃𝗲 𝗔𝗹𝗹𝗼𝘁𝗺𝗲𝗻𝘁 𝗠𝗮𝘁𝗿𝗶𝘅 𝗶𝗻 𝗝𝗶𝗼 𝗣𝗹𝗮𝘁𝗳𝗼𝗿𝗺𝘀 𝗜𝗣𝗢: ➨Big HNI: 1 out of 2.7 will get 180 shares ➨Small HNI: 1 out of 8.8 will get 180 shares ➨Retail: 10 out of 14 will get 12 shares ➨Shareholders: If you applied for 168 shares then minimum 22 shares are confirmed (allotment may increase. It will depend on rejections in Shareholders category) IPO got excellent response and it fetched highest number of applications till date. Wish you all the best👍🏻

Finally India’s biggest IPO, i.e. Jio Platforms is closing tomorrow. After its closing, allotment will come on 26 October late night, shares will be credited in your demat on 27 October and trading will commence w.e.f. 28 October. Tomorrow is the last day to apply. I am choosing Shareholders + BHNI option. What about you? #JioIPO #JioPlatforms #SabkaJioIPO

Planning your Jio Platforms IPO Application? Don't forget the basics - One lot is for 12 shares amounting to ₹ 13,428 at the top of the price band. Always select "Cut Off" while applying in Retail Category. Each applicant should use their own PAN, demat and eligible bank-linked UPI details. Apply only after reviewing the offer and your budget. #JioIPO #JioPlatforms #SabkaJioIPO

𝗕𝗢𝗢𝗞𝗠𝗔𝗥𝗞 𝗧𝗛𝗜𝗦 𝗠𝗘𝗦𝗦𝗔𝗚𝗘 There is lot of buzz in IPO Market regarding Jio Platforms IPO and many invetors intend to apply in it. Apart from regular IPO Investors, few new investors may also come forward to apply due to history of its parent company. I request IPO Investors to check the following basic things before applying in this IPO: · Demat and trading account must be in ‘Active Mode’. It should not opened on the last day. Verify that it is working fine before the issue opens. · PAN must be linked with demat. · Only one application per PAN is allowed. Multiple applications on the same PAN are typically rejected. However, Shareholders may apply dual application as well · UPI ID should be linked to a bank account in your own name. PAN in Bank and PAN in demat should be same. A family member's UPI ID will not work. · Price band, lot size and dates: checked from official sources. Use the exchange or your broker's own page, not a forward. · Amount: decided within your own budget and decide it before you open the app. · UPI mandate: approved before the closing-day cut-off. Until you approve it, the application is not complete. Once approved, the amount is only blocked, not debited, until allotment. Note the allotment date, and check status only on the registrar's website, the exchange, or your broker app. No panic-refreshing. I am once again writing the key dates of Jio Platform IPO: Issue Opens: 21 Oct 2026 Issue Closes: 23 Oct 2026 Allotment: 26 Oct 2026 Refunds and Share Credit: 27 Oct 2026 Tentative Listing: 28 Oct 2026 on BSE and NSE If there is any query, you may ask in the comments.

Anchor Investors list of Jio Platforms, India’s biggest IPO is out. Total 212 Institutional Investors got allotment as Anchors. Almost evey big name is there in Anchor List and it is getting very good response till now. We often measure a business by its customers. Public markets add another lens: investor interest. Jio’s reported anchor-book demand crossing ₹ 2.5 lakh crore makes that shift hard to miss. moneycontrol.com/news/busine…

Jio IPO set to raise up to $3.2 billion at a $108.3 billion valuation after anchor quota is 30 times oversubscribed telegraphindia.com/business/…

𝗧𝗲𝗻𝘁𝗮𝘁𝗶𝘃𝗲 𝗔𝗹𝗹𝗼𝘁𝗺𝗲𝗻𝘁 𝗠𝗮𝘁𝗿𝗶𝘅 𝗶𝗻 𝗠𝗮𝗶𝗻 𝗕𝗼𝗮𝗿𝗱 𝗜𝗣𝗢𝘀 𝗰𝗹𝗼𝘀𝗲𝗱 𝘁𝗼𝗱𝗮𝘆 Tonbo Imaging • BHNI: 2 out of 73 will get 294 shares • SHNI: 1 out of 135 will get 294 shares • Retail: 1 out of 31 will get 21 ahares ---------- Bonfiglioli Transmissions • BHNI: 2 out of 19 will get 350 shares • SHNI: 1 out of 27 will get 350 shares • Retail: 1 out of 6 will get 25 shares ---------- Sahajanand Medical • BHNI: 4 out of 13 will get 602 shares • SHNI: 2 out of 21 will get 602 shares • Retail: 1 out of 3 will get 43 shares ---------- Zetwerk Manufacturing • BHNI: Confirm Allotment • SHNI: Full and Firm • Retail: Full and Firm Wish you all the best 👍🏻

Four Main Board IPOs are closing tomorrow. 1. Tonbo Imaging 2. Bonfiglioli Transmissions 3. Sahajanand Technologies 4. Zetwerk Manufacturing Out of these four, Tonbo Imaging and Bonfiglioli Transmissions will get maximum attention of the investors. GMP of Tonbo Imaging is already 75% of the IPO Price and its a hot cake right now. I will post Allotment Matrix tomorrow. What's your preference??

Jio Platforms has already started IPO roadshows and investors are showing good interest. At the same time, there are many queries in the mind of investors (especially Shareholders) that how to apply dual application in Jio Platforms IPO: Option 1 - Shareholder + Retail Application Option 2 - Shareholder + SHNI Application Option 3 - Shareholder + BHNI Application Do Not Apply HNI + Retail because this is not an option and if you do so, both of your applications will be rejected by IPO Registrar. If any IPO investor falls under Employee Category, then he/she can apply 3 applications as well in this IPO. Note: In Shareholders Category apply for 168 shares application. This is the best possible chance to get allotment under Shareholders Quota. Queries are welcome in the comments section.

Gradually dates of Jio Platform IPO, which is India’s biggest IPO as well, are coming closer day by day. Almost all IPO Market brokers, Reliance shareholders, Employees, IPO Investors are looking towards this IPO with a hope that this time they will get an allotment and profit as well. Let me tell you that this IPO is much larger than LIC and Paytm. On the listing day itself, Jio would sit among India's 4 most valuable listed companies, alongside names like HDFC Bank. Few global investors such as Meta, Google and Saudi Arabia's PIF already put money into Jio back in 2020. Its closest peer Bharti Airtel’s Market Cap is approx ₹ 12 Lakh Crore. If Jio Platform lists at ₹ 220 premium (which is its GMP as well) then Jio’s Market Cap will be approx ₹ 12.3 Lakh Crore, equivalent to its peer. Further, Jio is now available in over 19,000 pin codes and 40% of new connections come from outside Tier 1 and Tier 2 cities. Still, there's plenty of room left as 263 million Indians still use 2G phones and only about 1 in 5 Indian homes has fixed broadband, against more than 7 in 10 globally. Jio already has 43% of that market and won 2 out of every 3 new home connections last year. Businesses are next, with banking and hospitality among the key sectors benefiting from Jio's connectivity and security features. More to be discussed. I am preparing a lot of material and will share it with you very soon.

𝗝𝗶𝗼 𝗣𝗹𝗮𝘁𝗳𝗼𝗿𝗺𝘀 𝗜𝗣𝗢 𝗨𝗽𝗱𝗮𝘁𝗲: There shouldn't be any confusion amongst investors who are applying under Employee / Shareholders Category. For Employees: A discount of ₹54 per share and an employee reservation portion of up to ₹500 crore. For Shareholders: No discount and a reservation portion of up to ₹2500 crore. If Employee is Shareholder as well then he/she can apply 3 applications with same PAN Card. Whereas eligible Shareholders can apply 2 applications with same PAN Card. The eligibility conditions still need a careful read. I will make a detailed post soon.

MAIN BOARD IPO ALERT Zetwerk Manufacturing Businesses IPO Details: ►Dates: 15 to 19 October, 2026 ►Price Band: ₹143 - ₹151 ►Lot Size: 99 shares ►IPO Size: ~₹5,012 crore ►Retail Quota: 10% Zetwerk is a technology-led, asset-light global manufacturing platform that connects customers with a large supplier network while also operating its own facilities on proprietary software (Zetwerk OS). It runs a scalable network of 6,979 suppliers across 26 countries plus 26 own facilities. Cumulative goods delivered since inception total ₹74,374 crore. The market for manufacturing platforms in India is expected to grow to ₹17.7–20 lakh crore by FY31 (Redseer). Order book stood at ₹13,062 crore as of 30 June 2026, up 53% year-on-year and roughly double FY24’s ₹6,170 crore. Order book plus FY26 new orders (₹15,393 crore) cover about 2.5x FY26 manufacturing revenue. Marquee clients include Siemens Gamesa, Acer, boAt, CG Power, NTPC Renewable Energy, L&T MHI, DRDO, Indian Oil, NALCO and the Indian Air Force. The client base also includes 8 Sensex companies, 16 Nifty 50 companies and 102 of India’s Fortune 500, with customers in 29 countries. Median net revenue retention is 128.85%. Repeat customers made up 89% of manufacturing revenue in Q1 FY27. Recurring components are now 71.2% of manufacturing GMV, and multi-year take-or-pay contracts include about $91 million a year from NextPower. Share of manufacturing GMV from contracts where Zetwerk also designs the product rose from 8.1% to 13.9% (FY24 to FY26). Revenue from its own higher-margin facilities rose from 7% to 53% of manufacturing revenue. US power transformers are delivered in 12–15 months against an industry average of 36–42 months, which helped win ₹2,032 crore of transformer orders in FY26. About 99% of orders were right first time. Blockbuster anchor book (announced yesterday): Raised ₹2,251.23 crore from 99 anchors at the upper band of ₹151 — by far the largest anchor book among today’s competing IPOs. Worth noting: Capital Group typically doesn’t participate in Indian IPOs, so it’s interesting to see them come back to India with Zetwerk alongside third-party global funds, sovereign funds and Abu Dhabi’s ADIA. Key participants include BlackRock, Capital Group, Goldman Sachs, Nomura, Norway’s Government Pension Fund Global, Abu Dhabi Investment Authority (ADIA), along with domestic mutual funds such as SBI, ICICI Prudential, HDFC and Mirae Asset, plus life insurers. Key financials: · Revenue: ₹15,913 crore in FY26, up 40.4% · Q1 FY27 revenue: ₹4,118 crore, up 55.4% · Manufacturing revenue: ₹9,375 crore in FY26, up 50% · Adjusted EBITDA: ₹421 crore in FY26 (from ₹97 crore in FY24) · Q1 FY27 adjusted EBITDA: ₹103 crore (about 3.3x YoY) · Gross margin: rose from 7.66% to 12.13% (FY24 to FY26) · Adjusted PBT: turned positive to +₹46 crore in FY26 (from –₹249 crore in FY24) · Manufacturing ROCE: 22.75% in FY26 Top-tier backers include Peak XV, Accel, Lightspeed, Greenoaks, D1, Avenir, Steadview and Khosla Ventures. Independent directors include Vinod Dasari (former CEO, Eicher Motors) and Aruna Sundararajan (former Telecom Secretary). Founders are IIT Madras graduates who started at ITC. If you have any queries, mention in comments.

BIG NEWS Jio Platforms has filed RHP on 14th October 2026. So last day to buy 1 share of Reliance Industries for eligibility in Shareholder's Quota was 13th October 2026. Shareholders Quota ₹ 2500 crore. All other details will be out soon.